Sheets Smith Wealth Management Wisdomtree Tr U.S Largecap Div Transaction History
Sheets Smith Wealth Management
- $884 Million
- Q1 2024
A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,553 shares of DLN stock, worth $260,150. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,553
Previous 3,551
0.06%
Holding current value
$260,150
Previous $235,000
8.94%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DLN
# of Institutions
389Shares Held
36.3MCall Options Held
4.3KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.99MShares$292 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.87MShares$210 Million0.11% of portfolio
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Morgan Stanley New York, NY2.76MShares$202 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$153 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.55MShares$113 Million0.03% of portfolio